Kalos Management, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 158 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$47,862
+4.7%
6680.0%0.10%
+12.0%
Q1 2023$45,718
+4.7%
6680.0%0.09%
-6.1%
Q4 2022$43,647
-93.5%
668
-94.2%
0.10%
-60.2%
Q4 2019$675,000
+20.5%
11,503
+12.6%
0.25%
+10.3%
Q3 2019$560,000
+10.2%
10,219
+9.1%
0.22%
-3.5%
Q2 2019$508,000
+83.4%
9,366
+100.6%
0.23%
+71.1%
Q4 2018$277,000
+6.9%
4,6690.0%0.14%
+15.4%
Q2 2018$259,000
-58.5%
4,669
+14.3%
0.12%
-60.1%
Q4 2017$624,0004,0840.29%
Other shareholders
SPDR SER TR shareholders Q1 2018
NameSharesValueWeighting ↓
CHARTIST INC /CA/ 60,728$15,669,0007.66%
Tradewinds Capital Management, LLC 17,650$2,056,0001.56%
Courage Miller Partners, LLC 7,143$832,0000.61%
Asset Management Group, Inc. 6,565$765,0000.41%
CABOT WEALTH MANAGEMENT INC 9,453$1,101,0000.28%
B. Riley Wealth Advisors, Inc. 11,850$688,050,0000.16%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 2,665$310,476,0000.15%
CONDOR CAPITAL MANAGEMENT 4,610$537,0000.15%
Avidian Wealth Solutions, LLC 2,259$263,0000.10%
Freedom Investment Management, Inc. 4,337$505,0000.08%
View complete list of SPDR SER TR shareholders